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How integrations work: connect once, switch on per assessment

Connect an app to your workspace once, then choose in each assessment what it does with responses.

1 min read

Where to find it: DashboardIntegrations

Capture and route leads · step 4 of 7Next: Send contacts to HubSpot →

Integrations work in two steps, the same way for every app:

  1. Connect the app once
    In your dashboard, open Integrations and connect your email address, Google account, HubSpot, GoHighLevel, ActiveCampaign or Calendly. Every assessment in the workspace can now use it.
    DashboardIntegrations
  2. Switch it on in an assessment
    In the assessment's Integrations tab, the Apps gallery shows each app and what this assessment does with it. Click a tile to set it up for this assessment.
    IntegrationsApps

Only the workspace owner or an admin can connect or disconnect apps. Other members see the status.

Which one should I use?

You want…Use
An email when someone answersEmails → Email to you
A confirmation email for respondentsEmails → Email to the respondent
Every response in a spreadsheetGoogle Sheets
Contacts in your CRMHubSpot, GoHighLevel or ActiveCampaign
A booking right after the assessmentCalendly
Any of 7,000+ other appsZapier or Make
Your own system, n8n, or a CRM's webhookWebhooks
Something to happen only for some responsesAutomations

Reliable by design

  • Responses are sent a few seconds after they're submitted.
  • If an app is briefly down, MarketKloud retries automatically.
  • If a connection breaks (say a password changed), responses wait until you reconnect, then go out. Nothing is lost.
  • Every app panel shows what was Sent, what's Waiting, and what Couldn't be sent, with the reason.

Learn it from a real example

Complete step-by-step builds: assessments, quizzes, lead funnels and more.

See the playbooks

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